FRG Family Wealth Advisors’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

FRG Family Wealth Advisors’s Portfolio FUTY Stock Details FUTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-380	Closed	-$16.4K	–	226
2024 Q1	$16.4K	Buy	+380	New	+$15.3K	﹤0.01%	242
2021 Q4	–	Sell	-10,180	Closed	-$419K	–	146
2021 Q3	$419K	Sell	10,180 -5,125	-33%	-$221K	0.08%	104
2021 Q2	$628K	Sell	15,305 -2,470	-14%	-$105K	0.12%	95
2021 Q1	$737K	Hold	17,775	–	–	0.15%	85
2020 Q4	$721K	Sell	17,775 -12,575	-41%	-$511K	0.16%	83
2020 Q3	$1.15M	Sell	30,350 -6,950	-19%	-$265K	0.28%	61
2020 Q2	$1.36M	Hold	37,300	–	–	0.36%	52
2020 Q1	$1.34M	Buy	37,300 +6,940	+23%	+$289K	0.41%	51
2019 Q4	$1.28M	Buy	30,360 +1,650	+6%	+$68.7K	0.31%	62
2019 Q3	$1.22M	Buy	28,710 +9,625	+50%	+$390K	0.31%	66
2019 Q2	$749K	Buy	+19,085	New	+$738K	0.2%	84

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FRG Family Wealth Advisors's FUTY Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q2 2024, closing a stake of 380 shares — an estimated $16.4K sold.

FRG Family Wealth Advisors first reported a position in FUTY in Q2 2019 and held it in 11 quarters. The position peaked at $1.36M in Q2 2020. 174 funds tracked by Wall St. Rank hold FUTY as of Q2 2024.

FRG Family Wealth Advisors reported no remaining Fidelity MSCI Utilities Index ETF position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 380 Fidelity MSCI Utilities Index ETF shares in Q2 2024, an estimated $16.4K.
FRG Family Wealth Advisors first reported a position in Fidelity MSCI Utilities Index ETF in Q2 2019 and held it in 11 quarters.
FRG Family Wealth Advisors's Fidelity MSCI Utilities Index ETF position peaked at $1.36M in Q2 2020.
174 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.